There is a method to automatically determine the difference between what SARS has on the income on the e-filing website that is downloaded into the Sky system and what your ledger figure is. This is done by setting the difference filter (standard filter see below) which will display all those provisional tax records that have a difference or just produce the difference report.
You need to set the difference filter on the review screen or print out the report from the printer menu indicated below. The report will always print out all the differences if no filter is set. The screen below will show how to print the difference report.
The report looks as follows which will allow you to work through each item and tick it off.
You may also use the filter options to only display the differences selected on the screen – see below. There are various filters that can be selected that will help in the determination of selecting clients in different circumstances as indicated on the menu options below. When the filter is selected only taxpayers that meet those circumstances will display in the list panel. Once you have checked the difference records you may change the status to the effect that it has been checked.
